Apr 2, 2026
Meridian Tax launches bilingual EN/ES client portal
New release brings the full document vault, secure messaging, and refund tracker to Spanish-speaking clients across Central Florida.
Press & Media
Everything journalists need, in one place.
Brand assets, fact sheet, executive bios, recent coverage, and a direct line to our media team. Working on a story with a tight deadline? See the contact below.
Fact sheet
By the numbers.
Founded
2003
Headquarters
Orlando, FL
Team size
42
Clients served
3,200+
Returns filed
48,000+
Client savings
$48M+
States licensed
50
Languages
EN · ES
Boilerplate
About Meridian Tax
Founded in 2003 and headquartered in Orlando, Florida, Meridian Tax is a strategy-led tax practice serving entrepreneurs, professionals, and families across all 50 states. The firm pairs senior CPAs and Enrolled Agents with a year-round advisory model that has delivered more than $48 million in client savings and resolved over 4,000 IRS matters since founding.
Spokespeople
Available for interviews.
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Daniel Marquez, EA
Managing Partner
22-year practitioner with deep specialization in entity strategy and IRS resolution. Frequent commentator on Florida tax policy.
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Sara Lin, CPA
Director of Strategy
Former Big Four senior manager. Leads multi-year planning for high-net-worth and business clients.
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James Okafor
Head of Operations
Builds the systems that let senior strategists spend more time with clients and less time on paperwork.
Recent coverage
In the news.
Orlando Business Journal·Mar 12, 2026
How Meridian Tax is reshaping advisory for Florida's small-business class
Forbes Advisor·Jan 28, 2026
Quoted: Top tax-planning moves for high-W-2 professionals in 2026
Bloomberg Tax·Nov 4, 2025
Beneficial ownership reporting — what filers got wrong in year one
Inc. Magazine·Aug 18, 2025
The S-Corp election playbook: when it actually saves money
WESH 2 News·Apr 8, 2025
Last-minute tax tips for Floridians — interview with Meridian's lead strategist
Press releases
Announcements.
Jan 14, 2026
Meridian Tax surpasses $48M in cumulative client savings
The Orlando-based practice marks the milestone with a new advisory tier focused on real-estate investors.
Sep 22, 2025
Meridian Tax opens dedicated IRS Resolution division
A team of senior enrolled agents now handles audits, liens, and back-tax negotiation under a single intake.
Brand assets
Logos & color.
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Primary mark
Meridian.Tax
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For high-resolution logo files, please contact press@meridian.tax.
Recognition
Selected accolades.
Best Accounting Firm — Orlando Magazine, 2024
Top 100 Tax Practices — Accounting Today, 2025
5-Star Wealth Manager — Florida Trend, 2026
AICPA PCPS Member Firm
"Meridian represents what the modern tax practice looks like — strategy first, technology underneath, and senior expertise on every engagement."
— Orlando Business Journal
Media inquiries
On deadline? We respond within 4 hours.
For interviews, expert commentary, and press inquiries, contact our communications team.